Roku seems like the most impossible bet to make to me as a venture investor, because you have apple t v as an incumbent and gogle as an incumbent. The only one who cares about margin on hardware is apt. So you're up against three giants who don't care about money, and rokwho does the same thing. How do they win? I think that's a great question. And it the audacity is a great word for it, because, a, the wall street will always make you think that you're wrong. But ultimately, rocus ath to a lot of wall street gains, still is to day, is that they are ad a platform.
Beth Kindig and Knox Ridley from the I/O Fund came on to discuss with Jason their top growth stocks, market indicators, how to manage risk in an all tech portfolio, potential big tech spin outs, Roku's incredible expansion and more!